13F HOLDINGS REPORT
SCOUT INVESTMENTS, INC.
Quarter ended Q1 2024 · Filed May 9, 2024 · Accession 0001062993-24-009702
Total Value
$4.07B
Positions
193
Other Managers
2
Confidential Omitted
No
Holdings (193)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC-A | PLTR | 6,380,029 | $145.8M | 3.58% |
| 2 | EDWARDS LIFESCIENCES CORP | EW | 835,997 | $78.8M | 1.94% |
| 3 | FIRST HORIZON CORP | FHN-PH | 5,107,262 | $76.4M | 1.88% |
| 4 | VIPER ENERGY INC | VNOM | 1,934,469 | $73.7M | 1.81% |
| 5 | CBOE GLOBAL MARKETS INC | 12503M108 | 392,912 | $71.5M | 1.76% |
| 6 | QUANTA SERVICES INC | 74762E102 | 254,342 | $65.9M | 1.62% |
| 7 | CENTERPOINT ENERGY INC | CNP | 2,074,490 | $59.0M | 1.45% |
| 8 | BIOMARIN PHARMACEUTICAL INC | BMRN | 675,868 | $58.9M | 1.45% |
| 9 | CASEY'S GENERAL STORES INC | 147528103 | 179,051 | $56.5M | 1.39% |
| 10 | AGREE REALTY CORP | 008492100 | 969,307 | $55.3M | 1.36% |
| 11 | STAG INDUSTRIAL INC | 85254J102 | 1,452,639 | $54.7M | 1.34% |
| 12 | SUPER MICRO COMPUTER INC | SMCI | 52,561 | $54.5M | 1.34% |
| 13 | EVERCORE INC - A | EVR | 274,645 | $52.0M | 1.28% |
| 14 | CHART INDUSTRIES INC | 16115Q308 | 321,948 | $51.5M | 1.27% |
| 15 | CENCORA INC | COR | 205,088 | $49.8M | 1.22% |
| 16 | HUBBELL INC | HUBB | 107,654 | $44.9M | 1.10% |
| 17 | AGILENT TECHNOLOGIES INC | A | 279,428 | $40.7M | 1.00% |
| 18 | PARKER HANNIFIN CORP | PH | 73,222 | $40.3M | 0.99% |
| 19 | CROWDSTRIKE HOLDINGS INC - A | CRWD | 123,248 | $39.4M | 0.97% |
| 20 | UNITED RENTALS INC | URI | 55,330 | $39.3M | 0.97% |
| 21 | EAGLE MATERIALS INC | 26969P108 | 145,299 | $39.2M | 0.96% |
| 22 | APPLOVIN CORP-CLASS A | APP | 561,450 | $38.8M | 0.95% |
| 23 | DR HORTON INC | 23331A109 | 232,242 | $37.6M | 0.92% |
| 24 | CENTENE CORP | CNC | 472,298 | $36.7M | 0.90% |
| 25 | OMNICOM GROUP | OMC | 380,151 | $36.7M | 0.90% |
| 26 | ARISTA NETWORKS INC | ANET | 120,994 | $36.3M | 0.89% |
| 27 | MARVELL TECHNOLOGY INC | MRVL | 494,542 | $36.2M | 0.89% |
| 28 | PPL CORP | PPLC | 1,314,120 | $36.1M | 0.89% |
| 29 | AXIS CAPITAL HOLDINGS LTD | G0692U109 | 550,215 | $35.8M | 0.88% |
| 30 | MID-AMERICA APARTMENT COMM | 59522J103 | 277,777 | $35.7M | 0.88% |
| 31 | DELTA AIR LINES INC | DAL | 737,358 | $35.6M | 0.87% |
| 32 | ALLY FINANCIAL INC | 02005N100 | 897,272 | $35.5M | 0.87% |
| 33 | HUNTINGTON BANCSHARES INC | HBANP | 2,580,357 | $35.4M | 0.87% |
| 34 | TEXTRON INC | TXT | 364,432 | $34.7M | 0.85% |
| 35 | MURPHY USA INC | MUSA | 80,839 | $34.5M | 0.85% |
| 36 | SHIFT4 PAYMENTS INC-CLASS A | 82452J109 | 525,957 | $34.1M | 0.84% |
| 37 | COPART INC | CPRT | 582,101 | $33.8M | 0.83% |
| 38 | NVR INC | NVR | 4,208 | $33.8M | 0.83% |
| 39 | BRUNSWICK CORP | BC-PC | 348,932 | $33.5M | 0.82% |
| 40 | DELL TECHNOLOGIES -C | DELL | 277,320 | $33.2M | 0.82% |
| 41 | BOYD GAMING CORP | BYD | 487,441 | $33.0M | 0.81% |
| 42 | BOOZ ALLEN HAMILTON HOLDINGS | BAH | 214,326 | $31.9M | 0.78% |
| 43 | ULTA BEAUTY INC | ULTA | 58,103 | $30.7M | 0.76% |
| 44 | RB GLOBAL INC | RBA | 397,221 | $30.5M | 0.75% |
| 45 | PURE STORAGE INC - CLASS A | 74624M102 | 581,788 | $30.3M | 0.74% |
| 46 | NOBLE CORP PLC | NE-WT | 622,866 | $29.8M | 0.73% |
| 47 | TKO GROUP HOLDINGS INC | TKO | 343,688 | $29.6M | 0.73% |
| 48 | ENCOMPASS HEALTH CORP | EHC | 352,714 | $29.4M | 0.72% |
| 49 | WHITE MOUNTAINS INSURANCE GP | G9618E107 | 16,535 | $29.3M | 0.72% |
| 50 | XYLEM INC | XYL | 223,263 | $28.7M | 0.71% |
| 51 | LAS VEGAS SANDS CORP | LVS | 536,672 | $28.5M | 0.70% |
| 52 | EASTGROUP PROPERTIES INC | 277276101 | 159,747 | $28.2M | 0.69% |
| 53 | ATMOS ENERGY CORP | ATO | 230,486 | $27.2M | 0.67% |
| 54 | MONOLITHIC POWER SYSTEMS INC | 609839105 | 39,568 | $26.5M | 0.65% |
| 55 | AMETEK INC | AME | 146,430 | $26.4M | 0.65% |
| 56 | TEXAS ROADHOUSE INC | TXRH | 169,476 | $26.3M | 0.65% |
| 57 | BUILDERS FIRSTSOURCE INC | BLDR | 125,206 | $25.7M | 0.63% |
| 58 | THOR INDUSTRIES INC | 885160101 | 220,697 | $25.6M | 0.63% |
| 59 | CLEAN HARBORS INC | CLH | 126,462 | $24.9M | 0.61% |
| 60 | OWENS CORNING | OC | 144,666 | $24.4M | 0.60% |
| 61 | CITIZENS FINANCIAL GROUP | CIA | 682,942 | $24.3M | 0.60% |
| 62 | INSULET CORP | PODD | 144,606 | $24.3M | 0.60% |
| 63 | TERADYNE INC | TER | 214,560 | $24.2M | 0.60% |
| 64 | GARTNER INC | IT | 49,824 | $23.8M | 0.58% |
| 65 | U-HAUL HOLDING CO-NON VOTING | UHAL-B | 343,636 | $23.0M | 0.57% |
| 66 | KINSALE CAPITAL GROUP INC | 49714P108 | 43,777 | $22.4M | 0.55% |
| 67 | TAKE-TWO INTERACTIVE SOFTWRE | TTWO | 148,333 | $22.2M | 0.55% |
| 68 | VULCAN MATERIALS CO | 929160109 | 82,480 | $22.2M | 0.55% |
| 69 | EVEREST GROUP LTD | EG | 55,219 | $22.0M | 0.54% |
| 70 | ARCH CAPITAL GROUP LTD | G0450A105 | 236,705 | $21.9M | 0.54% |
| 71 | TRACTOR SUPPLY COMPANY | TSCO | 83,430 | $21.5M | 0.53% |
| 72 | LIVE NATION ENTERTAINMENT IN | LYV | 204,470 | $21.3M | 0.52% |
| 73 | NUCOR CORP | NUE | 105,194 | $21.0M | 0.52% |
| 74 | MARTIN MARIETTA MATERIALS | 573284106 | 32,525 | $19.7M | 0.48% |
| 75 | CARRIER GLOBAL CORP | CARR | 339,573 | $19.5M | 0.48% |
| 76 | ALIGN TECHNOLOGY INC | ALGN | 59,611 | $19.1M | 0.47% |
| 77 | LKQ CORP | LKQ | 357,624 | $19.0M | 0.47% |
| 78 | CHAMPIONX CORP | 15872M104 | 535,512 | $19.0M | 0.47% |
| 79 | VERTIV HOLDINGS CO-A | VRT | 234,281 | $18.8M | 0.46% |
| 80 | ROBINHOOD MARKETS INC - A | 770700102 | 956,380 | $18.6M | 0.46% |
| 81 | ROSS STORES INC | ROST | 127,682 | $18.5M | 0.46% |
| 82 | INTERACTIVE BROKERS GRO-CL A | 45841N107 | 163,636 | $18.3M | 0.45% |
| 83 | FREEPORT-MCMORAN INC | FCX | 378,911 | $17.9M | 0.44% |
| 84 | MICROCHIP TECHNOLOGY INC | MCHPP | 198,283 | $17.8M | 0.44% |
| 85 | BROWN & BROWN INC | BRO | 205,112 | $17.7M | 0.43% |
| 86 | WW GRAINGER INC | 384802104 | 17,502 | $17.7M | 0.43% |
| 87 | CIENA CORP | CIEN | 357,753 | $17.6M | 0.43% |
| 88 | PAYCOM SOFTWARE INC | PAYC | 87,855 | $17.4M | 0.43% |
| 89 | NEXTRACKER INC-CL A | NXT | 297,463 | $16.7M | 0.41% |
| 90 | INSTALLED BUILDING PRODUCTS | 45780R101 | 64,677 | $16.6M | 0.41% |
| 91 | CHENIERE ENERGY INC | LNG | 104,110 | $16.6M | 0.41% |
| 92 | BWX TECHNOLOGIES INC | BWXT | 160,763 | $16.4M | 0.40% |
| 93 | WEC ENERGY GROUP INC | WEC | 197,567 | $16.1M | 0.40% |
| 94 | APPLIED INDUSTRIAL TECH INC | 03820C105 | 82,472 | $16.1M | 0.40% |
| 95 | VAIL RESORTS INC | MTN | 72,454 | $16.1M | 0.40% |
| 96 | INGERSOLL-RAND INC | IR | 170,681 | $16.0M | 0.39% |
| 97 | O'REILLY AUTOMOTIVE INC | 67103H107 | 13,818 | $15.6M | 0.38% |
| 98 | LULULEMON ATHLETICA INC | LULU | 40,048 | $15.4M | 0.38% |
| 99 | JACK HENRY & ASSOCIATES INC | 426281101 | 89,229 | $15.2M | 0.37% |
| 100 | VERICEL CORP | VCEL | 286,251 | $15.1M | 0.37% |
| 101 | NEUROCRINE BIOSCIENCES INC | NBIX | 106,525 | $15.1M | 0.37% |
| 102 | WESTLAKE CORP | WLK | 97,613 | $15.1M | 0.37% |
| 103 | HOST HOTELS & RESORTS INC | HST | 725,598 | $15.0M | 0.37% |
| 104 | ALAMOS GOLD INC-CLASS A | AGI | 1,018,560 | $14.8M | 0.36% |
| 105 | CORTEVA INC | CTVA | 255,467 | $14.7M | 0.36% |
| 106 | BAKER HUGHES CO | BKR | 439,986 | $14.7M | 0.36% |
| 107 | MONSTER BEVERAGE CORP | MNST | 252,406 | $14.6M | 0.36% |
| 108 | AGNICO EAGLE MINES LTD | AEM | 237,282 | $14.5M | 0.36% |
| 109 | DARLING INGREDIENTS INC | DAR | 317,452 | $14.4M | 0.35% |
| 110 | TIMKEN CO | TKR | 161,669 | $14.2M | 0.35% |
| 111 | COSTAR GROUP INC | CSGP | 147,751 | $14.0M | 0.34% |
| 112 | MOLINA HEALTHCARE INC | MOH | 33,732 | $13.6M | 0.33% |
| 113 | TEXAS PACIFIC LAND CORP | TPL | 23,825 | $13.6M | 0.33% |
| 114 | EVERGY INC | EVRG | 252,921 | $13.3M | 0.33% |
| 115 | KNIGHT-SWIFT TRANSPORTATION | 499049104 | 238,366 | $13.1M | 0.32% |
| 116 | MORNINGSTAR INC | MORN | 42,549 | $13.0M | 0.32% |
| 117 | MOSAIC CO/THE | MOS | 401,848 | $13.0M | 0.32% |
| 118 | FABRINET | FN | 68,784 | $13.0M | 0.32% |
| 119 | DYCOM INDUSTRIES INC | 267475101 | 92,208 | $12.9M | 0.32% |
| 120 | HEALTHEQUITY INC | HQY | 150,527 | $12.3M | 0.30% |
| 121 | PATRICK INDUSTRIES INC | 703343103 | 101,022 | $12.0M | 0.29% |
| 122 | IMPINJ INC | PI | 88,897 | $11.4M | 0.28% |
| 123 | INSPERITY INC | NSP | 104,596 | $11.2M | 0.28% |
| 124 | LEMAITRE VASCULAR INC | LMAT | 169,329 | $11.2M | 0.27% |
| 125 | HERSHEY CO/THE | HSY | 56,239 | $11.2M | 0.27% |
| 126 | INTEGER HOLDINGS CORP | ITGR | 94,753 | $11.0M | 0.27% |
| 127 | KRATOS DEFENSE & SECURITY | 50077B207 | 589,149 | $10.8M | 0.27% |
| 128 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 507,438 | $10.8M | 0.27% |
| 129 | EPLUS INC | PLUS | 138,925 | $10.7M | 0.26% |
| 130 | HENRY SCHEIN INC | HSIC | 141,085 | $10.5M | 0.26% |
| 131 | BALCHEM CORP | BCPC | 68,590 | $10.4M | 0.26% |
| 132 | DESCARTES SYSTEMS GRP/THE | 249906108 | 111,265 | $10.3M | 0.25% |
| 133 | KIRBY CORP | KEX | 108,814 | $10.3M | 0.25% |
| 134 | TERADATA CORP | TDC | 265,221 | $10.2M | 0.25% |
| 135 | HALOZYME THERAPEUTICS INC | HALO | 245,861 | $10.2M | 0.25% |
| 136 | LEAR CORP | LEA | 69,449 | $10.0M | 0.25% |
| 137 | WORKDAY INC-CLASS A | WDAY | 36,666 | $10.0M | 0.25% |
| 138 | QUALYS INC | QLYS | 59,459 | $9.9M | 0.24% |
| 139 | COHEN & STEERS INC | CNS | 133,079 | $9.9M | 0.24% |
| 140 | COHERENT CORP | COHR | 162,014 | $9.7M | 0.24% |
| 141 | BOX INC - CLASS A | BXCAP | 327,893 | $9.4M | 0.23% |
| 142 | KRYSTAL BIOTECH INC | KRYS | 50,977 | $9.0M | 0.22% |
| 143 | SUPERNUS PHARMACEUTICALS INC | SUPN | 265,525 | $8.9M | 0.22% |
| 144 | GLOBAL INDUSTRIAL CO | GIC | 200,447 | $8.8M | 0.22% |
| 145 | MATERION CORP | MTRN | 69,932 | $8.8M | 0.22% |
| 146 | ONESPAWORLD HOLDINGS LTD | OSW | 649,635 | $8.7M | 0.21% |
| 147 | PJT PARTNERS INC - A | PJT | 90,306 | $8.6M | 0.21% |
| 148 | CARETRUST REIT INC | CTRE | 352,810 | $8.6M | 0.21% |
| 149 | ALBANY INTL CORP-CL A | 012348108 | 91,582 | $8.3M | 0.20% |
| 150 | CHEFS' WAREHOUSE INC/THE | 163086101 | 214,524 | $7.9M | 0.19% |
| 151 | ADVANCED ENERGY INDUSTRIES | 007973100 | 77,613 | $7.9M | 0.19% |
| 152 | ARIS WATER SOLUTIONS INC-A | 04041L106 | 553,611 | $7.8M | 0.19% |
| 153 | LGI HOMES INC | LGIH | 66,657 | $7.6M | 0.19% |
| 154 | SKYWORKS SOLUTIONS INC | SWKS | 69,228 | $7.4M | 0.18% |
| 155 | INSMED INC | INSM | 275,670 | $7.4M | 0.18% |
| 156 | MGP INGREDIENTS INC | MGPI | 85,820 | $7.3M | 0.18% |
| 157 | AXOS FINANCIAL INC | AX | 138,059 | $7.2M | 0.18% |
| 158 | PLEXUS CORP | PLXS | 73,355 | $7.0M | 0.17% |
| 159 | ULTRA CLEAN HOLDINGS INC | UCTT | 152,161 | $6.9M | 0.17% |
| 160 | I3 VERTICALS INC-CLASS A | IIIV | 299,271 | $6.7M | 0.17% |
| 161 | U.S. PHYSICAL THERAPY INC | USPH | 59,550 | $6.7M | 0.16% |
| 162 | G-III APPAREL GROUP LTD | GIII | 231,987 | $6.6M | 0.16% |
| 163 | AMN HEALTHCARE SERVICES INC | 001744101 | 105,381 | $6.5M | 0.16% |
| 164 | BROWN-FORMAN CORP-CLASS B | BF-B | 128,241 | $6.5M | 0.16% |
| 165 | POWER INTEGRATIONS INC | POWI | 88,610 | $6.3M | 0.15% |
| 166 | CERTARA INC | CERT | 346,750 | $6.2M | 0.15% |
| 167 | ENOVIS CORP | ENOV | 99,558 | $6.1M | 0.15% |
| 168 | XPO INC | XPO | 50,000 | $6.1M | 0.15% |
| 169 | LANTHEUS HOLDINGS INC | LNTH | 98,167 | $5.9M | 0.14% |
| 170 | ZIFF DAVIS INC | ZD | 93,892 | $5.9M | 0.14% |
| 171 | FOX CORP - CLASS A | FOX | 185,875 | $5.8M | 0.14% |
| 172 | UFP TECHNOLOGIES INC | UFPT | 23,034 | $5.8M | 0.14% |
| 173 | EVOLENT HEALTH INC - A | EVH | 180,382 | $5.8M | 0.14% |
| 174 | HILLTOP HOLDINGS INC | HTH | 182,129 | $5.7M | 0.14% |
| 175 | CHEESECAKE FACTORY INC/THE | CAKE | 152,266 | $5.6M | 0.14% |
| 176 | ICU MEDICAL INC | ICUI | 51,819 | $5.5M | 0.13% |
| 177 | ENVESTNET INC | 29404K106 | 94,847 | $5.4M | 0.13% |
| 178 | INTAPP INC | INTA | 162,744 | $5.4M | 0.13% |
| 179 | AMBARELLA INC | AMBA | 103,197 | $5.2M | 0.13% |
| 180 | VICOR CORP | VICR | 135,653 | $5.2M | 0.13% |
| 181 | KIMBELL ROYALTY PARTNERS LP | 49435R102 | 317,050 | $5.0M | 0.12% |
| 182 | PAGERDUTY INC | PD | 219,970 | $4.9M | 0.12% |
| 183 | VERINT SYSTEMS INC | 92343X100 | 151,981 | $4.9M | 0.12% |
| 184 | CORE LABORATORIES INC | CLB | 281,610 | $4.8M | 0.12% |
| 185 | MAGNITE INC | MGNI | 444,292 | $4.7M | 0.12% |
| 186 | AXONICS INC | 05465P101 | 62,507 | $4.3M | 0.11% |
| 187 | STONERIDGE INC | SRI | 235,182 | $4.3M | 0.11% |
| 188 | EXCELERATE ENERGY INC-A | EE | 253,480 | $4.0M | 0.10% |
| 189 | PACIRA BIOSCIENCES INC | PCRX | 137,581 | $4.0M | 0.10% |
| 190 | UMH PROPERTIES INC | 903002103 | 250,334 | $4.0M | 0.10% |
| 191 | LINDBLAD EXPEDITIONS HOLDING | LIND | 291,119 | $2.6M | 0.06% |
| 192 | TTEC HOLDINGS INC | TTEC | 145,168 | $1.5M | 0.04% |
| 193 | COMMERCE BANCSHARES INC | CBSH | 16,059 | $841,973 | 0.02% |